Amazon.Com (AMZN) Stock Value Rose While Motley Fool Wealth Management Trimmed Its Holding by $1.35 Million; Blue Harbour Group LP Cut Its Holding in Xilinx (XLNX) as Share Value Rose

January 14, 2018 - By Michael Collier

Clifton S. Robbins decreased its stake in Xilinx Inc (XLNX) by 8.57% based on its latest 2017Q3 regulatory filing with the SEC. Blue Harbour Group Lp sold 429,460 shares as the company’s stock rose 11.01% with the market. The hedge fund run by Clifton S. Robbins held 4.58M shares of the technology company at the end of 2017Q3, valued at $324.66M, down from 5.01M at the end of the previous reported quarter. Blue Harbour Group Lp who had been investing in Xilinx Inc for a number of months, seems to be less bullish one the $18.74 billion market cap company. The stock increased 0.43% or $0.32 during the last trading session, reaching $74.66. About 1.06M shares traded. Xilinx, Inc. (NASDAQ:XLNX) has risen 52.08% since January 14, 2017 and is uptrending. It has outperformed by 35.38% the S&P500.

Motley Fool Wealth Management Llc decreased its stake in Amazon.Com Inc (AMZN) by 2.96% based on its latest 2017Q3 regulatory filing with the SEC. Motley Fool Wealth Management Llc sold 1,407 shares as the company’s stock rose 13.58% with the market. The institutional investor held 46,164 shares of the consumer services company at the end of 2017Q3, valued at $44.38M, down from 47,571 at the end of the previous reported quarter. Motley Fool Wealth Management Llc who had been investing in Amazon.Com Inc for a number of months, seems to be less bullish one the $628.94B market cap company. The stock increased 2.23% or $28.52 during the last trading session, reaching $1305.2. About 5.44M shares traded or 53.23% up from the average. Amazon.com, Inc. (NASDAQ:AMZN) has risen 37.41% since January 14, 2017 and is uptrending. It has outperformed by 20.71% the S&P500.

Analysts await Xilinx, Inc. (NASDAQ:XLNX) to report earnings on January, 24. They expect $0.63 earnings per share, up 21.15% or $0.11 from last year’s $0.52 per share. XLNX’s profit will be $158.10M for 29.63 P/E if the $0.63 EPS becomes a reality. After $0.65 actual earnings per share reported by Xilinx, Inc. for the previous quarter, Wall Street now forecasts -3.08% negative EPS growth.

Among 23 analysts covering Xilinx Inc. (NASDAQ:XLNX), 8 have Buy rating, 2 Sell and 13 Hold. Therefore 35% are positive. Xilinx Inc. had 57 analyst reports since July 24, 2015 according to SRatingsIntel. Morgan Stanley maintained the shares of XLNX in report on Wednesday, December 13 with “Overweight” rating. Morgan Stanley upgraded the stock to “Overweight” rating in Thursday, December 15 report. The rating was upgraded by Goldman Sachs on Monday, September 14 to “Buy”. Barclays Capital downgraded the shares of XLNX in report on Wednesday, January 18 to “Underweight” rating. Argus Research maintained it with “Buy” rating and $55 target in Thursday, October 15 report. As per Thursday, June 2, the company rating was downgraded by Goldman Sachs. Topeka Capital Markets maintained Xilinx, Inc. (NASDAQ:XLNX) rating on Thursday, October 15. Topeka Capital Markets has “Hold” rating and $50 target. The rating was maintained by KeyBanc Capital Markets on Wednesday, September 6 with “Buy”. The firm earned “Equal-Weight” rating on Thursday, October 26 by Barclays Capital. The firm has “Equal-Weight” rating by Barclays Capital given on Tuesday, July 18.

Since August 3, 2017, it had 0 buys, and 5 selling transactions for $15.35 million activity. Hover-Smoot Scott also sold $754,957 worth of Xilinx, Inc. (NASDAQ:XLNX) shares.

Blue Harbour Group Lp, which manages about $2.20B and $2.77B US Long portfolio, upped its stake in Ishares Tr (IWM) by 230,400 shares to 942,900 shares, valued at $139.72M in 2017Q3, according to the filing. It also increased its holding in Colony Northstar Inc by 6.00M shares in the quarter, for a total of 7.33M shares, and has risen its stake in Spdr S&P 500 Etf Tr (SPY).

Investors sentiment decreased to 0.88 in Q3 2017. Its down 0.16, from 1.04 in 2017Q2. It dropped, as 45 investors sold XLNX shares while 194 reduced holdings. 48 funds opened positions while 163 raised stakes. 232.20 million shares or 1.80% less from 236.47 million shares in 2017Q2 were reported. Korea Investment has 500,044 shares. Schwab Charles Inv Mgmt holds 0.08% of its portfolio in Xilinx, Inc. (NASDAQ:XLNX) for 1.22 million shares. Huntington Bank reported 2,557 shares stake. Credit Suisse Ag accumulated 597,601 shares. 2.84M were reported by Invesco Limited. Grimes Com owns 3,737 shares. Moreover, Robeco Institutional Asset Bv has 0.29% invested in Xilinx, Inc. (NASDAQ:XLNX) for 668,473 shares. Liberty Mutual Grp Asset Management, a Massachusetts-based fund reported 11,021 shares. Colony Grp Ltd Company reported 0.01% in Xilinx, Inc. (NASDAQ:XLNX). Kidder Stephen W owns 61,278 shares for 1.6% of their portfolio. Cypress Asset Mgmt Incorporated Tx owns 20,322 shares. Moreover, Northwestern Mutual Wealth has 0% invested in Xilinx, Inc. (NASDAQ:XLNX). Mitsubishi Ufj Secs holds 0.06% of its portfolio in Xilinx, Inc. (NASDAQ:XLNX) for 180 shares. Seaward Mngmt Partnership holds 0.01% or 3,970 shares in its portfolio. Toronto Dominion Bancorporation stated it has 0.04% in Xilinx, Inc. (NASDAQ:XLNX).

Analysts await Amazon.com, Inc. (NASDAQ:AMZN) to report earnings on February, 1. They expect $1.94 earnings per share, up 25.97% or $0.40 from last year’s $1.54 per share. AMZN’s profit will be $934.83 million for 168.20 P/E if the $1.94 EPS becomes a reality. After $0.52 actual earnings per share reported by Amazon.com, Inc. for the previous quarter, Wall Street now forecasts 273.08% EPS growth.

Investors sentiment decreased to 1.26 in 2017 Q3. Its down 0.10, from 1.36 in 2017Q2. It turned negative, as 73 investors sold AMZN shares while 549 reduced holdings. 127 funds opened positions while 657 raised stakes. 279.77 million shares or 1.91% less from 285.20 million shares in 2017Q2 were reported. Whittier Tru owns 31,234 shares. Wafra Investment Advisory Grp Inc Inc Ny holds 15,470 shares. Dekabank Deutsche Girozentrale owns 1.21% invested in Amazon.com, Inc. (NASDAQ:AMZN) for 157,993 shares. Flossbach Von Storch Ag invested in 157,835 shares. Lombard Odier Asset Management (Europe) Ltd accumulated 4,406 shares or 0.24% of the stock. Korea Investment holds 1.53% or 345,598 shares. Ls Ltd Company holds 0.36% of its portfolio in Amazon.com, Inc. (NASDAQ:AMZN) for 6,285 shares. Moreover, Jacobs Levy Equity Mngmt has 1.37% invested in Amazon.com, Inc. (NASDAQ:AMZN). The Illinois-based Savant Cap Limited Liability has invested 0.96% in Amazon.com, Inc. (NASDAQ:AMZN). Green Valley Invsts Ltd Company holds 6.7% or 143,019 shares in its portfolio. Regis Mgmt Communications Ltd Com owns 0.03% invested in Amazon.com, Inc. (NASDAQ:AMZN) for 231 shares. Lord Abbett & Communication Limited Liability Corp reported 0.31% of its portfolio in Amazon.com, Inc. (NASDAQ:AMZN). Nippon Life Glob Investors Americas has invested 2.65% in Amazon.com, Inc. (NASDAQ:AMZN). First Midwest Bancorporation Trust Division reported 0.15% stake. Moreover, Liberty has 1.97% invested in Amazon.com, Inc. (NASDAQ:AMZN) for 3,649 shares.

Motley Fool Wealth Management Llc, which manages about $130.00M and $1.17B US Long portfolio, upped its stake in Jones Lang Lasalle Inc (NYSE:JLL) by 3,389 shares to 70,836 shares, valued at $8.75 million in 2017Q3, according to the filing. It also increased its holding in Guggenheim Bulletshares 2017 (BSCH) by 50,274 shares in the quarter, for a total of 1.14M shares, and has risen its stake in Texas Roadhouse Inc (NASDAQ:TXRH).

Among 50 analysts covering Amazon.com (NASDAQ:AMZN), 47 have Buy rating, 0 Sell and 3 Hold. Therefore 94% are positive. Amazon.com had 246 analyst reports since July 21, 2015 according to SRatingsIntel. Mizuho maintained Amazon.com, Inc. (NASDAQ:AMZN) rating on Friday, January 29. Mizuho has “Buy” rating and $685 target. The firm earned “Buy” rating on Monday, December 4 by William Blair. The stock of Amazon.com, Inc. (NASDAQ:AMZN) has “Buy” rating given on Monday, January 8 by Credit Suisse. The firm earned “Buy” rating on Thursday, August 10 by RBC Capital Markets. The firm has “Buy” rating by Citigroup given on Friday, April 29. Mizuho maintained the stock with “Buy” rating in Friday, July 24 report. On Thursday, August 27 the stock rating was upgraded by Raymond James to “Outperform”. The stock has “Buy” rating by UBS on Friday, July 24. The rating was maintained by Monness Crespi & Hardt with “Buy” on Friday, October 23. Morgan Stanley maintained Amazon.com, Inc. (NASDAQ:AMZN) rating on Friday, August 28. Morgan Stanley has “Overweight” rating and $740 target.

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